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The Discovery Call is where we get a good understanding of your firm so we can ensure there is a good fit between us and give you a rough idea of who time, energy and money you need to budget to be successful with us.

To help you prepare for the call, we will cover:

What is your current situation?

What you are looking to achieve?

What are your top challenges?

Why are you looking to do more for clients now?

What have you tried so far in terms of added value?

What is most important when buying software?

How does your firm make decisions?

We look forward to speaking with you and exploring how we can help you achieve your goals by doing more for your clients.